Portfolio (Quarterly)
Guide ↗
Cypress Wealth Services, LLC
· CIK 0001721527| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 4,238.0 | $361K | 0.05% | +80.0 | +1.9% | $85.24 | +5.0% |
| 82 | DSI | ISHARES TR | — | 2,912.0 | $353K | 0.05% | +327.0 | +12.7% | $121.17 | +17.0% |
| 83 | SFLR | INNOVATOR ETFS TRUST | — | 9,881.0 | $350K | 0.05% | +945.0 | +10.6% | $35.41 | +9.1% |
| 84 | KKR | KKR & CO INC | Financial Services | 3,670.0 | $340K | 0.05% | +287.0 | +8.5% | $92.51 | +4.9% |
| 85 | AFL | AFLAC INC | Financial Services | 2,765.0 | $303K | 0.04% | +48.0 | +1.8% | $109.71 | +5.2% |
| 86 | HFSI | HARTFORD FDS EXCHANGE TRADED | — | 8,664.0 | $301K | 0.04% | +132.0 | +1.6% | $34.72 | +1.8% |
| 87 | — | IQVIA HLDGS INC | — | 1,763.0 | $301K | 0.04% | +63.0 | +3.7% | $170.54 | — |
| 88 | XLK | SELECT SECTOR SPDR TR | — | 2,171.0 | $288K | 0.04% | +268.0 | +14.1% | $132.88 | +44.1% |
| 89 | GPC | GENUINE PARTS CO | Consumer Cyclical | 2,713.0 | $287K | 0.04% | +561.0 | +26.1% | $105.74 | +2.8% |
| 90 | USXF | ISHARES TR | — | 5,035.0 | $278K | 0.04% | +962.0 | +23.6% | $55.20 | +25.4% |
| 91 | INTC | INTEL CORP | Technology | 5,899.0 | $260K | 0.04% | +107.0 | +1.9% | $44.13 | +203.6% |
| 92 | AON | AON PLC | Financial Services | 793.0 | $256K | 0.04% | +218.0 | +37.9% | $322.78 | -1.6% |
| 93 | BA | BOEING CO | Industrials | 1,206.0 | $240K | 0.03% | +146.0 | +13.8% | $199.03 | +11.9% |
| 94 | BX | BLACKSTONE INC | Financial Services | 2,058.0 | $237K | 0.03% | +60.0 | +3.0% | $114.97 | +7.7% |
| 95 | FCAL | FIRST TR EXCH TRADED FD III | — | 4,428.0 | $217K | 0.03% | +37.0 | +0.8% | $48.89 | +1.5% |
| 96 | — | BITFARMS LTD | — | 23,750.0 | $46K | 0.01% | +250.0 | +1.1% | $1.95 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
32.7%
Financial Services
22.3%
Consumer Cyclical
9.2%
Communication Services
9.1%
Healthcare
6.6%
Consumer Defensive
5.5%
Industrials
5.5%
Energy
5.3%
Basic Materials
2.0%
Utilities
1.1%